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Technology Stocks : EXLN - Excelon -- Ignore unavailable to you. Want to Upgrade?

To: hasbeen101 who wrote (454)	4/18/2000 4:32:00 PM
From: Richard Habib	Read Replies (1) \| Respond to of 811

In their annual rpt they noted competition for the B2B and the Data Server lines. The competition they list for Data Server is more extensive. Not only do they list other Object DBs, they list the relational DBs and the extended relational DB products as well as object to relational middleware. In the cc they also noted the difference in product pricing - Objectstore has to have a "huge" project to reach $1.5M where as they noted in the B2B space multi-million is not unusual. One example of another company shifting product lines is Pervasive PVSW which is de-emphasizing embedded database for eCommerce. The stock also fell quite far to about 10 when they announced the transition. I'm sure other software companies are in a similar position. It seems to me that Oracle with extensions and middleware can compete with Objectstore. With stories of Oracle giving 90% discounts on database pricing they appear to be destroying pricing power in the DB business, object or otherwise. And since their DB business is continuing to gain rev, it appears to be proliferating quite rapidly. I should note that I'm not in the business. I have followed the business for a while as an investor. Rich

To: hasbeen101 who wrote (454)	4/18/2000 11:32:00 PM
From: GraceZ	Read Replies (1) \| Respond to of 811

This one is for you Damien, because I know just how much you love ObjectStore, from Yahoo poster: What's wrong with OStore $$$? <g> by: true_that_2000 [ Ignore ] 4/18/00 4:34 pm Msg: 9164 of 9189 OStore is EXLN's secret weapon. I am a developer. ODB rules. After people taste XML (call it OO, call it "structured", whatever) they will not be able to tolerate RDB. Example: I have done RDB. Saw the power of the simple relational model. Fine. Then I worked for about three years very intensely in OO, no permanent store required, so no DB issues. Then I got handed top spot on a big development project and told MS SQL was the DB. Fine. Started the schema design, and immediately puked on its expressive weakness compared to OO. Soldiered on a while until I decided we could not use VB, had to go with an OO language, who, bingo, happened to provide an ODB wrapper around OStore. Project is going great, and my skin crawls at the thought of even trying to do it in RDB. The point is, my OO preference blew SQL and any RDB out of the water. As people get hooked on XML for storage, watch out, they probably won't use it for everything, they'll go with a true ODB...hello OStore with 40% of the market. I just hope EXLN provides a nice crumb trail from Excelon to OStore to make it easy for buyers of the former to end up with the latter as well. Money is money, and ODB revenues will start growing again, it's just that EXLN is sacrificing that area to give Excelon the big push. Good move, and Excelon sale is probably a long way towards an OStore sale. And down the road looks like they'll have the bucks to ramp up OStore marketing just as folks are getting hooked on XML and losing interest in the relational model. Mind you, don't expect EXLN to say this, they just went to a lot of trouble to convince the street they are a B2B play, not an ODB play. :)